Retirement plan

INDUSTRIALIZED BUILDINGS COMMI 401(K) PROFIT SHARING PLAN & TRUST

Name: INDUSTRIALIZED BUILDINGS COMMI - INDUSTRIALIZED BUILDINGS COMMI 401(K) PROFIT SHARING PLAN & TRUST (2021) Form 5500
Creator: INDUSTRIALIZED BUILDINGS COMMI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDUSTRIALIZED BUILDINGS COMMI 401(K) PROFIT SHARING PLAN & TRUST, INDUSTRIALIZED BUILDINGS COMMI

INDUSTRIALIZED BUILDINGS COMMIEIN 54-1745510Plan #001PY 2021

505 HUNTMAR PARK DR STE 210 - HERNDON, VA 201705139703-481-2005

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$598K

+27.8% from 2020

Total participants

0.0% from 2020

Average account balance

$299,039

+27.8% from 2020

Annual return

20.93%

-1.52 pp from 2020

Benchmarks

See 15,338 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,338 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$789K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$394K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.68%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$60

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$120

$60 / participant

Other / not subdivided$120100.0%

% of EOY assets

0.020%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$299,039

$114,047+162.2%

$96,144+211.0%

$167,497+78.5%

Participation rate

100.0%

75.1%+24.9pp

68.4%+31.6pp

82.1%+17.9pp

Annual return

20.93%

189.89%-169.0pp

191.96%-171.0pp

478.62%-457.7pp

Employer contribution / active EE

$5,588

$3,427+63.0%

$2,797+99.8%

$4,838+15.5%

Participant deferral / active EE

$10,524

$5,194+102.6%

$4,349+142.0%

$6,341+66.0%

Admin fee / account holder

$60

$6,897-99.1%

$5,537-98.9%

$12,310-99.5%

INDUSTRIALIZED BUILDINGS COMMI 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDUSTRIALIZED BUILDINGS COMMI 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion